EMJ Capital believes that over time, a Generalist Approach to tech hedge funds has several advantages over a Specialist Approach. Many hedge fund companies build a firm using a Specialist Approach – silo’ed niche analysts who cover companies/sub-sectors and manage risk over performance. EMJ utilizes a Generalist Approach with a team of inter-disciplinary, collaborative data scientists who manage for performance despite risks.
David Epstein, Author of “Range” spoke with Pablo Torre on ESPN in March 2021, to discuss the science, history, and habits behind the world’s top athletes. Specializing in a particular sport, Epstein states, does not lead to better performance – the Generalist Approach does.
A Generalist Approach Beats a Specialist Approach Over Time
EMJ Capital – Operational Approach
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